Describe the Relationships Between Opportunities to Assets, Product Line Items and Schedules, Price Books, Quotes, Contracts, Campaigns, Etc. AGENTFORCE-SALES-CONSULTANT Practice Questions (Page 2)

Questions 6–10

1. 6application · medium

   A company sells software licenses in three editions: Basic, Pro, and Enterprise. The sales team sells to different customer segments, each with distinct pricing. An admin needs to ensure that when a sales rep creates a quote from an opportunity, only the products and prices appropriate for that customer segment are available. What should the admin do?

   • ACreate a single price book with all products and rely on the sales rep to manually adjust prices on the quote.
   • BCreate a separate product record for each edition and each customer segment, then add them all to one price book.
   • CCreate a separate price book for each customer segment and add the appropriate products with their segment-specific prices to each price book.
   • DCreate one price book with all products and use custom price book entries to override prices per customer segment.
   Reveal Solution Discussion Select an answer first
2. 7expert · hard

   A company has a complex sales process where a customer accepts a quote, but the contract needs to be created only after the order is placed. The sales ops team wants to ensure that the contract is linked to the original opportunity and the accepted quote. What should the team do?

   • ACreate a contract from the quote and then create an order from the contract.
   • BCreate a contract directly from the opportunity without an order.
   • CCreate a new opportunity for the order and then create a contract from that opportunity.
   • DCreate an order from the quote, then create a contract from the opportunity and link the order to the contract.
   Reveal Solution Discussion Select an answer first
4. 8foundation · easy

   What is the purpose of associating a campaign with an opportunity in Salesforce?

   • ATo automatically create a quote from the campaign
   • BTo track the marketing influence and ROI of the campaign
   • CTo store the legal terms of the sale
   • DTo track the serial numbers of products sold
   Reveal Solution Discussion Select an answer first
5. 9foundation · easy

   What is the relationship between a quote and its line items?

   • AA quote has many line items, each representing a product with a quantity and price
   • BA quote line item can belong to multiple quotes
   • CA quote line item is the same as an opportunity product line item
   • DA quote has one line item that summarizes the total price
   Reveal Solution Discussion Select an answer first
6. 10application · medium

   After a customer accepts a quote for a 3-year service agreement, the sales operations team needs to create a legally binding document that captures the terms of the agreement and links back to the original opportunity for reporting. What should the team do?

   • ACreate a contract from the opportunity and associate the accepted quote with the contract.
   • BCreate a new opportunity and convert it to a contract.
   • CCreate an order from the quote and then create a contract from the order.
   • DCreate a contract directly from the quote without linking it to the opportunity.
   Reveal Solution Discussion Select an answer first